JPMorgan Japanese Investment Trust plc

JPMorgan Japanese Investment Trust plcverified

JFJ.L

Price:

$543

Market Cap:

$789.32M

JPMorgan Japanese Investment Trust plc is a closed-ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited and JPMorgan Asset Management (Japan) Limited. It invests in the public equity markets of Japan. The fund seeks to invests in stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Tokyo Stock Price Index (Total Return Net). The fund was formerly known as The Fleming Japanese Investment Trust plc. JPMorgan Japanese Investment Trust plc was formed on January 1, 1927 and is domiciled in the United Kingdom.[Read more]

Industry

Asset Management

IPO Date

2014-01-13

Stock Exchange

LSE

Ticker

JFJ.L

The ROE as of September 2024 (TTM) for JPMorgan Japanese Investment Trust plc (JFJ.L) is 24.60%

According to JPMorgan Japanese Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is 24.60%. This represents a change of 330.82% compared to the average of 5.71% of the last 4 quarters.

JPMorgan Japanese Investment Trust plc (JFJ.L) Historical ROE (quarterly & annually)

How has JFJ.L ROE performed in the past?

The mean historical ROE of JPMorgan Japanese Investment Trust plc over the last ten years is 4.79%. The current 24.60% ROE has changed 413.06% with respect to the historical average. Over the past ten years (40 quarters), JFJ.L's ROE was at its highest in in the September 2020 quarter at 31.55%. The ROE was at its lowest in in the March 2022 quarter at -32.30%.

Quarterly (TTM)
Annual

Average

4.79%

Median

9.14%

Minimum

-55.32%

Maximum

26.52%

JPMorgan Japanese Investment Trust plc (JFJ.L) ROE by Quarter and Year

Discovering the peaks and valleys of JPMorgan Japanese Investment Trust plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 140.34%

Maximum Annual ROE = 26.52%

Minimum Annual Increase = -870.58%

Minimum Annual ROE = -55.32%

Quarterly (TTM)
Annual
YearROEChange
20236.99%-112.64%
2022-55.32%-685.54%
20219.45%-62.65%
202025.30%-870.58%
2019-3.28%-115.46%
201821.23%140.34%
20178.83%-66.70%
201626.52%106.19%
201512.86%-378.01%
2014-4.63%-114.72%

JPMorgan Japanese Investment Trust plc (JFJ.L) Average ROE

How has JFJ.L ROE performed in the past?

The current ROE of JPMorgan Japanese Investment Trust plc (JFJ.L) is greater than its 3-year, greater than its 5-year, and less than than its 10-year historical averages

3-year avg

-12.96%

5-year avg

-3.37%

10-year avg

4.79%

JPMorgan Japanese Investment Trust plc (JFJ.L) ROE vs. Peers

How is JFJ.L’s ROE compared to its peers?

JPMorgan Japanese Investment Trust plc’s ROE is less than JPMorgan Emerging Markets Investment Trust plc (2.54%), less than JPMorgan American Investment Trust plc (42.30%), less than JPMorgan Indian Investment Trust plc (21.75%), less than The Baillie Gifford Japan Trust PLC (3.70%), less than Fidelity European Trust PLC (18.98%),

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